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WESPAC Advisors’s American Tower AMT Stock Holding History

WESPAC Advisors’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,496
Closed -$296K – 146
2024
Q1 		$296K Sell
1,496
-632
-30% -$126K 0.17% 139
2023
Q4 		$459K Sell
2,128
-16
-0.7% -$3.02K 0.32% 98
2023
Q3 		$353K Buy
2,144
+612
+40% +$112K 0.26% 100
2023
Q2 		$297K Hold
1,532
– – 0.24% 98
2023
Q1 		$313K Buy
+1,532
New +$321K 0.29% 87

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WESPAC Advisors's AMT Position: Q2 2024 in Review

WESPAC Advisors sold out of American Tower (AMT) in Q2 2024, closing a stake of 1,496 shares — an estimated $296K sold.

WESPAC Advisors first reported a position in AMT in Q1 2023 and held it in 5 quarters. The position peaked at $459K in Q4 2023. 1,762 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • WESPAC Advisors reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
  • WESPAC Advisors sold 1,496 American Tower shares in Q2 2024, an estimated $296K.
  • WESPAC Advisors first reported a position in American Tower in Q1 2023 and held it in 5 quarters.
  • WESPAC Advisors's American Tower position peaked at $459K in Q4 2023.
  • 1,762 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on WESPAC Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.